Macro View

China’s Oil Gravity: Demand Dominance, Supply Diversification, and Geopolitical Fault Lines

Demand Power Meets Supply Strategy — China Reshapes the Global Oil Map

Oil’s Return to $100: The Capital Cycle Behind the Energy Market

Oil markets are once again approaching the psychologically important $100 per barrel level.

Oil Markets Brace for Shock as Iran Escalation Threatens the Strait of Hormuz

The confrontation between Iran, vs United States and Israeñ has rapidly transformed from a geopolitical flashpoint into a global energy shock.

Growth Accounting and Capital Deepening: Panel Evidence

This study uses a panel dataset of country-level macroeconomic variables commonly employed in growth accounting and productivity analysis.

America’s Fiscal Drift and the Quiet Threat to Dollar Supremacy

For half a century, American fiscal expansion could be rationalised as cyclical necessity, strategic competition, or temporary emergency. That argument is now harder to sustain.

Housing at the Core: Inflation Persistence, Asset Repricing, and the Political Economy of Institutional Ownership

Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

The Federal Reserve’s latest decision to leave the federal funds rate unchanged—within a target range of 3.5% to 3.75%—was widely anticipated.

Shifting Ground Beneath the Calm

The surface of global financial markets looks deceptively smooth.

US Inflation at a Crossroads: Tame Data, Political Pressure, and the Risk of Fiscal Dominance

Inflation in the United States has entered a paradoxical phase.

The Macroeconomics of Artificial Intelligence in 2026

By 2026, artificial intelligence has moved decisively from experimental technology to a central driver of macroeconomic dynamics.

The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

The U.S. labor market has entered a distinctly different phase of the economic cycle.

Maduro’s Capture and the Re-Opening of Venezuela

A Structural Shift in Global Oil and a Generational Opportunity for U.S. Private Equity